Cervello Financial Planning

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Reviews

1. Darren Bearwish ★★★★★

   My wife and I have been working with Cervello for over 6 years now. In that time we have both retired and moved house . Whatever the situation the Cervello team have been there and I cannot fault the advice and help we’ve been given to cover many different scenarios. I would thoroughly recommend working with Chris and the team to anyone. In difficult times it’s a great relief to know your money is in safe hands.

   almost 3 months ago
2. Peter Hyson ★★★★★

   Chris and all his team are unfailingly considerate, professional, knowledgeable and a joy to work with. they ask challenging, insightful questions to draw out what we want and highlight our choices and the implications. I recommend them very highly - certainlty the best Financial Planners we've used over the years.

   almost 8 months ago
3. Alastair MacLean ★★★★★

   Cervello introduced an overall strategy into my savings and investments. A Portfolio Analysis Report was produced which formed the basis of recommendations, enabling Cervello to have a clear understanding of my financial needs and aims - both short and long term. Regular Cervello reviews enable adjustments to be made on a continuous basis.

   almost 8 months ago

1. Debra Corey ★★★★★

   The team at Cervello delivers an outstanding level of service. They take the time to truly understand our unique needs, talk them through with us, and offer smart, practical options that genuinely work. Their support feels personal, thoughtful, and always solution-focused. I can’t recommend them highly enough!

   almost 8 months ago
2. Hilary Rowland ★★★★★

   I can highly recommend the service we have had from Cervello. Chris Daems is someone you can trust with your life, not just your money. He has done a very thorough analysis of our finances (more so that other financial advisers we have had) which has enabled us to have complete peace of mind about the future. We value him as he takes a holistic approach, looking at the plans for our lives, not just our money. A very kind, generous man.

   almost 11 months ago
3. Sarah Steel ★★★★★

   Chris and the team are very professional, friendly and helpful. They have helped my Dad understand his options financially in a very patient and understanding way.

   almost 3 years ago

1. Trevor Cullen ★★★★★

   I can thoroughly recommend Cervello for their fantastic, friendly and plain-english support and the performance of the funds they look after for both myself and wife. Excellent useful posts on social media and great webinars too.

   almost 3 years ago
2. Richard Leeming ★★★★★

   Cervello Financial Planning have really helped me work out what sort of life I want to lead as I approach the final section of my career - by framing the question as one of how I fund it. They've explained and demystified financial planning and given me the confidence to pursue my dreams knowing that I can afford them while meeting my obligations.

   almost 3 years ago
3. Alan Bailey ★★★★★

   Since becoming one of their clients, over the past three plus years, I have found Chris, Cassie and the team very friendly, professional and helpful in their dealing with my finances. They are always approachable no matter how small any matter and they have made my finances much easier to understand along with the peace of mind that that brings. I know that I am in good hand as one of their clients. Always a pleasure to meet with them at their offices and highly recommended.

   almost 3 years ago

1. Susan Ward ★★★★★

   Chris has been my financial advisor for many years and I have always found his advice helpful. Even though I am only a small personal investor he has always been willing to give me time, explain things clearly and is also very friendly and easy to talk too. Very good and efficient company.

   almost 3 years ago

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